Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49344.33 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45282.79 Kr¶
PnL: ---------------------------------------> 226.79 Kr¶
DD now: ---------------------------------> -7.108 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:18:53.978721'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.360000 | 1661.760000 | 192.760000 | 13.120000 | 1468.999998 |
| Orrön Energy | 180 | -0.040000 | 2201.400000 | 158.400000 | 7.750000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.550000 | 989.500000 | 54.500000 | 5.830000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Hexatronic Group | 12 | 0.380000 | 1005.600000 | 38.600000 | 3.990000 | 966.999996 |
| Sagax B | 4 | -0.530000 | 892.400000 | 38.400000 | 4.500000 | 854.000000 |
| Sedana Medical | 93 | -3.840000 | 2559.360000 | 38.360000 | 1.520000 | 2521.000011 |
| Catena | 2 | -1.290000 | 828.000000 | 36.000000 | 4.550000 | 792.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| JM | 6 | -0.530000 | 897.600000 | 33.600000 | 3.890000 | 864.000000 |
| OX2 | 13 | 1.910000 | 973.050000 | 23.050000 | 2.430000 | 949.999999 |
| Bilia A | 8 | 0.700000 | 922.400000 | 22.400000 | 2.490000 | 900.000000 |
| HEXPOL B | 9 | 0.960000 | 1037.700000 | 16.700000 | 1.640000 | 1020.999996 |
| Biotage | 7 | -0.150000 | 956.200000 | 15.200000 | 1.620000 | 940.999997 |
| BioGaia B | 8 | -0.670000 | 944.000000 | 14.000000 | 1.510000 | 930.000000 |
| Gränges | 9 | -0.380000 | 938.700000 | 10.700000 | 1.150000 | 927.999999 |
| Byggmax Group | 33 | -1.290000 | 960.960000 | 4.960000 | 0.520000 | 956.000001 |
| AcadeMedia | 8 | -0.890000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Clas Ohlson B | 12 | -1.340000 | 970.800000 | -2.200000 | -0.230000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.580000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| EQT | 4 | -1.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| VEF | 909 | -3.900000 | 1834.360000 | -15.640000 | -0.850000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.440000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| SKF B | 5 | 0.190000 | 920.000000 | -20.000000 | -2.130000 | 940.000000 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| Addnode Group B | 11 | -0.610000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Indutrade | 5 | -0.170000 | 1188.000000 | -30.000000 | -2.460000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.610000 | 1042.000000 | -45.000000 | -4.140000 | 1087.000000 |
| Latour B | 4 | -0.490000 | 812.000000 | -45.000000 | -5.250000 | 857.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.630000 | 1044.000000 | -65.000000 | -5.860000 | 1109.000001 |
| BHG Group | 97 | -1.690000 | 1358.000000 | -101.000000 | -6.920000 | 1458.999989 |
| Hexagon B | 26 | -2.200000 | 3357.900000 | -103.100000 | -2.980000 | 3461.000010 |
| TOTAL | 45282.790000 | 226.790000 | -7.10842% | 45056.000411 |
Updated:¶
'2023-07-05 11:19:10.682354'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
